Performance analysis of KAT (Scharf ETF)
Annual Return
Since Aug 25, 2025, KAT has had an average annual return of +1.76%, underperforming the benchmark SPY, which returned +24.40% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.38% | +0.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.17% | +4.21% | -7.57% | +3.61% | +0.53% | -1.10% | +0.38% | ||||||
| 2025 | +0.19% | +3.12% | -3.46% | +0.60% | +0.64% | +0.98% |
Drawdown analysis of KAT (Scharf ETF)
The maximum drawdown for the KAT was -9.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current KAT drawdown is -4.97%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.24% | Mar 2, 2026 | 19 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -7.55% | Oct 6, 2025 | 33 | Nov 20, 2025 | 64 | Feb 24, 2026 | 97 |
| -1.54% | Sep 11, 2025 | 1 | Sep 12, 2025 | 6 | Sep 22, 2025 | 7 |
| -1.08% | Sep 22, 2025 | 3 | Sep 25, 2025 | 3 | Sep 30, 2025 | 6 |
| -0.84% | Aug 27, 2025 | 3 | Sep 2, 2025 | 5 | Sep 9, 2025 | 8 |
| -0.37% | Oct 1, 2025 | 1 | Oct 2, 2025 | 1 | Oct 3, 2025 | 2 |
| -0.02% | Aug 25, 2025 | 1 | Aug 26, 2025 | 1 | Aug 27, 2025 | 2 |